Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Doyne is a financial advisor with over 17 years of experience in the industry. She has held various positions at several firms including Morgan Stanley Smith Barney, SEI Investments Distribution Co, MetLife Securities Inc., and First Command Brokerage Services, Inc. Barbara is currently registered with LPL Enterprise, LLC in Florida and Texas and holds the Series 7, Series 63, Series 65, and Series 66 licenses, as well as the SIE designation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
11/14/2024 - Present
LPL Enterprise, LLC (TAMPA FL)
FL
01/02/2018 - 04/01/2022
FIRST COMMAND BROKERAGE SERVICES, INC. (Bonita Beach FL)
PA
05/26/2011 - 11/02/2012
METLIFE SECURITIES INC. (EXTON PA)
PA
10/04/2010 - 05/23/2011
MORGAN STANLEY SMITH BARNEY (BERWYN PA)
PA
10/25/1994 - 11/13/2003
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
BOTH
Issued 01/30/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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